XLR8
Lawmatics
Transfer contacts, companies, deals, and more from XLR8 to Lawmatics. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Lawmatics migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Legal growth platform for client intake and marketing
Lawmatics is a legal-specific growth platform combining client intake, CRM, marketing automation, document automation, and performance analytics. Founded by a former attorney, it helps law firms of all sizes automate workflows, nurture leads, and deliver seamless client experiences.
Built specifically for law firms by a former attorney
"Legal growth platform for client intake and marketing"
Lawmatics is a legal-specific growth platform combining client intake, CRM, marketing automation, document automation, and performance analytics. Founded by a former attorney, it helps law firms of all sizes automate workflows, nurture leads, and deliver seamless client experiences.
Ideal for: Law firms seeking an all-in-one platform for client intake, CRM, marketing automation, and document generation with legal-specific features.
Built specifically for law firms by a former attorney
Behavior-triggered marketing automation
Drag-and-drop form and document automation
LM[AI] generative AI for email drafting
Learn more at
lawmatics.com
See exactly which data objects transfer from XLR8 to Lawmatics
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Lawmatics.
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